Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Morello Davis has been a registered investment advisor since 2012. Kimberly is a licensed investment advisor representative and has a Series 7, Series 63, and Series 65 licenses. Kimberly has experience with various investment products and services and is able to provide financial planning, portfolio management, and educational seminars. Kimberly is currently registered with Morgan Stanley and has been with them since August 2021. Before that, Kimberly was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kimberly holds a variety of licenses and registrations and has worked in the financial industry for over 23 years.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
08/19/2021 - Present
Morgan Stanley (Provo UT)
UT
12/07/2012 - 08/17/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVO UT)
IA
Issued 09/08/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kimberly Davis is the right advisor for you? Invested Better is here to help.
